| Name: | Betterment Holdings, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 12 May 2022 (3 years ago) |
| Identification Number: | 001740371 |
| Place of Formation: | DELAWARE |
| Purpose: | TO ENGAGE IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH CORPORATIONS MAY BE ORGANIZED UNDER THE DELAWARE GENERAL CORPORATION LAW |
| Principal Address: |
450 W 33RD ST 11TH FLOOR, NEW YORK, NY, 10001, USA
|
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| PETER LORIMER | TREASURER | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| Name | Role | Address |
|---|---|---|
| ROB STAVIS | DIRECTOR | 450 W 33RD ST,11TH FLOOR NEW YORK,, NY 10001 USA |
| TRACY PALANDJIAN | DIRECTOR | 450 W 33RD ST,11TH FLOOR NEW YORK,, NY 10001 USA |
| PHILLIP RIESE | DIRECTOR | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| DAVID GOLOB | DIRECTOR | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| DONNA WELLS | DIRECTOR | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| JON STEIN | DIRECTOR | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| NATALIE NATALIE | DIRECTOR | 450 W 33RD ST,11TH FLOOR NEW YORK,, NY 10001 USA |
| Name | Role | Address |
|---|---|---|
| SARAH LEVY | PRESIDENT,DIRECTOR | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| Name | Role | Address |
|---|---|---|
| GREGORY YAECKER | SECRETARY, | 450 W 33RD ST NEW YORK,, NY 10001 USA |
| Number | Name | File Date |
|---|---|---|
| 202453704580 | Annual Report | 2024-05-01 |
| 202334948430 | Annual Report | 2023-05-01 |
| 202217260590 | Application for Certificate of Authority | 2022-05-12 |
| 202571479050 | Annual Report | 2025-04-28 |
Date of last update: 15 May 2025
Sources: Rhode Island Department of State
